Michael Moceri is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2010. He has over 30 years of experience as a financial consultant, having also worked at First Financial Planners from 1999 to 2010, Merrill Lynch from 1996 to 1999, and Olde from 1994 to 1996. Throughout his career, Michael has focused on building long-lasting and engaged relationships with his clients. He works closely with individuals and families to develop financial plans that help them understand and pursue their financial goals. Outside of his professional work, Michael enjoys activities such as going to the beach, fishing, football, parenthood, and traveling.

Jason Webb is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked with various Fidelity entities since 2008 and is a managing member and partner of MGW Creations, LLC, a company involved in creation and distribution. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios and serving multiple registered investment companies through systematic methodologies.

Hilah Wheeler is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with Fidelity Investments and its affiliated entities since 2008. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is also recognized for its use of systematic methodologies, involvement in registered investment companies, and application of AI in research.

James Robbins is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at various firms including Fidelity Brokerage Services LLC and Devry E Dewan CPA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Ryan Sands is an Investment Consultant at Fidelity Investments, where he collaborates with individuals and families to develop financial roadmaps that align present decisions with future goals. He has been serving in this role since 2025. Prior to this, Ryan worked as a Financial Representative at Fidelity Investments from 2023 to 2025. Outside of his professional career, Ryan's personal interests include spending time at the beach, engaging in family activities, following football, parenthood, and caring for pets.

Kristin Ramos is Vice President and Financial Consultant at Fidelity Investments. In this role, she focuses on translating Fidelity's platform and resources into personalized wealth strategies tailored to her clients' goals. She emphasizes proactive guidance, transparent communication, and long-term alignment to ensure clients feel supported and informed. Kristin has been part of Fidelity Investments since 2011, progressing through several roles including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Solutions Representative, Relationship Manager, Senior Relationship Manager, and Financial Consultant prior to her current position. Outside of her professional responsibilities, Kristin enjoys boating, fishing, fitness, and engaging in family activities.

Brandon Heitzhaus is a Wealth Management Planning Consultant at Fidelity Investments. In this role, he collaborates with clients and their families nationwide, utilizing a goal planning approach to support informed financial decision-making. Heitzhaus has been with Fidelity Investments since 2013, progressing through roles including Financial Representative from 2013 to 2018, Relationship Manager from 2018 to 2020, and Planning Consultant from 2021 to the present.

Anthony Marengo is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments in various roles since 2004. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage and consult on diversified portfolios.

Gus Hydbom is a Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team dedicated to comprehensive financial planning, aiming to provide clients with strategies aligned to their long-term financial goals. His experience at Fidelity Investments includes several leadership roles, such as Team Leader for Portfolio Advisory Services from 2020 to 2024, and Team Leader for Client Services from 2019 to 2020. Prior to these positions, he worked in various capacities including Investments Solutions Representative, ISR Help Desk, PAS Service Representative, and Customer Relationship Advocate between 2016 and 2019. The breadth of his experience covers client services and portfolio advisory functions, reflecting a commitment to serving clients through diverse financial service roles at Fidelity Investments.

Nancy Hudmon is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their priorities and develop financial plans that align with their goals, values, and vision for the future. She emphasizes the importance of understanding people to provide thoughtful guidance and help clients make informed decisions through life's transitions and changing financial priorities. Nancy has been with Fidelity Investments since 2022, progressing through various roles including Workplace Planning Consultant I, II, and III before her current position. Her experience within these roles has focused on client partnership and financial planning. Outside of her professional work, Nancy engages in activities such as cooking and baking, spending time with family and friends, gardening, and caring for pets.

Craig Stacey is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals who assist clients with developing personalized financial plans to help pursue their financial goals throughout life. Prior to this, he served as Assistant Branch Leader at Fidelity Investments from 2020 to 2021. Craig has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2014, including Private Wealth Management Relationship Manager, Relationship Manager, Financial Representative, and Client Services Associate. He also worked as a Business Service Manager at Morgan Stanley in 2019. No information about his education, credentials, personal interests, or community involvement has been provided.

Mark Wilson is a Planning Consultant at Fidelity Investments, where he has been serving since 2022. In this role, he focuses on listening to clients' unique financial situations to understand their goals, objectives, and time horizons, and works with a team to build, maintain, and implement long-term financial plans. Mark has accumulated experience within Fidelity Investments through various roles since 2018, including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. He holds a California Insurance License. Outside of his professional work, Mark has interests in museums, parenthood, puzzles, reading, soccer, and yoga.

Robert Battinelli is a Planning Consultant at Fidelity Investments. In this role, he partners with three Financial Consultants to support clients as they work toward their financial goals, utilizing Fidelity's resources to maintain an updated understanding of clients' goals and financial information. His approach emphasizes transparency, trust, and commitment to provide a consistent experience for clients. Robert has been with Fidelity Investments since 2018, holding various positions including Investment Solutions Representative, Licensing Mentor, High Net Worth Associate, and Client Relationship Advocate. This progression reflects his experience across different facets of financial services within the firm. Outside of his professional responsibilities, Robert enjoys activities such as exploring food, watching movies, engaging in outdoor adventures, traveling, and practicing yoga.

Anthony Taylor is a Planning Consultant at Fidelity Investments, where he collaborates with clients to help them make informed decisions and develop plans to work towards their financial goals. He has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant before advancing to his current role in 2025. Prior to joining Fidelity, Anthony worked as a Financial Representative at Northwestern Mutual in 2021. Outside of his professional work, Anthony has interests in comedy, concerts, football, golf, and spending time with his pets.

Jeffrey Steinberg is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2025, previously serving in various roles at Wells Fargo from 2010 to 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple fund advisory and consulting services.

Robert Williams is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2016. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Riley Stallard is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity affiliates since 2008, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base that includes retail and institutional investors, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios developed through systematic methodologies and long-term asset allocation benchmarks.

Stephen Van Bever is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018 and Fidelity Investments since 2025. Prior to his financial career, he was affiliated with First Baptist Church of Winter Garden from 2014 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methodologies, oversight of sub-advisers, and roles as a commodity pool operator and advisor to multiple registered investment companies.

Sam Albert is a Vice President and Wealth Planner at Fidelity Investments. In this role, Sam partners with families to develop financial roadmaps tailored to their unique values and goals, focusing on simplifying complex financial concepts and advocating for clients' needs. Sam has been with Fidelity Investments since 2009, progressing through several roles including Financial Representative, Investment Consultant, Financial Consultant, and various levels of Investment Management Consultant before becoming Vice President in 2024. Prior to joining Fidelity, Sam worked as a Financial Advisor at Morgan Stanley from 2007 to 2009. Outside of work, Sam has interests in fitness, reading, and traveling.

Anthony Moyer is a Financial Consultant currently working at Fidelity Investments since 2022. He has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2008, including Managed Solution Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Services Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2004 to 2007. Anthony focuses on empowering clients to make sound financial decisions through planning and proper investment selection. He emphasizes helping clients pursue their financial goals and dreams. His professional background spans client management, portfolio specialization, and retirement solutions. Outside of his professional role, Anthony enjoys family activities, fishing, fitness, football, social events with friends, and golf.

Marie Galke is Vice President and Branch Leader at Fidelity Investments. She is responsible for leading branch operations and advancing Fidelity's mission of helping people live their financial dreams. Marie has held several leadership positions at Fidelity Investments, including Vice President and Regional Planning Consultant from 2024 to 2026, and Senior Manager in Workplace Planning and Advice from 2021 to 2024. Her professional focus includes talent development, operational excellence, and delivering meaningful financial outcomes for clients and associates. She is dedicated to inspiring high-performing teams and deepening client engagement.

Shaun Jacobs is an Investment Consultant who focuses on helping clients develop plans to reach their financial goals. He has experience working at Fidelity Investments, where he served as a Workplace Planning Consultant from 2023 to 2025 and as a Workplace Planning Associate from 2022 to 2023. His professional background involves workplace planning and investment consulting. Outside of work, Shaun enjoys baseball, attending concerts, spending time with pets, and reading.

Tasha Barrows is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2021. She collaborates with a team to assist clients with complex financial needs, including holistic retirement guidance and estate planning considerations. Her approach focuses on building strong partnerships to develop financial plans aimed at providing clients with peace of mind. Prior to joining Fidelity, Tasha worked as a Financial Solutions Advisor II at Merrill Lynch from 2019 to 2021 and held the position of Branch Manager III at Wells Fargo from 2013 to 2019. Throughout her career, she has gained experience in financial consulting, solutions advising, and branch management. Outside of her professional work, Tasha enjoys activities such as spending time at the beach, family activities, football, parenthood, swimming, and volunteering.

Aditya Narayan is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Best Buy and self-employment, as well as academic positions at the University of South Florida and Penn State University - Harrisburg. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with noted use of AI and formal governance procedures.

Jonathan Rogers currently serves as a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works alongside financial consultants to support clients with retirement planning, investment strategies, and other financial goals. Prior to his current role, Jonathan was a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026 and began his career at Fidelity as a Customer Relationship Advocate from 2023 to 2024. Before joining Fidelity, he worked as an Account Manager at Legacy Capital from 2020 to 2023. Jonathan's experience spans various aspects of financial planning and client relationship management. He focuses on connecting with clients individually to understand their needs and to help them achieve their financial objectives through tailored support and strategies. Outside of his professional work, Jonathan has interests in board games, boating, camping, fishing, and fitness.

Matt Teschner is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2010, serving in various roles including Investment Management Consultant, Client Management Representative, Wealth Planning Associate, and High Net Worth Representative. His experience spans multiple facets of financial consulting and client management within the firm. In his role, Matt focuses on understanding the unique needs of each client to provide personalized financial planning and execution. He collaborates closely with clients to build confidence in their financial decisions throughout their lifetime, leveraging his financial expertise alongside Fidelity's resources. Outside of his professional work, Matt has interests in football, gardening, music, parenthood, surfing, and traveling.

Matt Klenke is a Financial Consultant currently working at Fidelity Investments since 2024. He focuses on tailored strategies to help clients strengthen their financial well-being. Prior to his current role, Matt served as an Investment Consultant at Fidelity Investments from 2023 to 2024. Before joining Fidelity, he worked as a Financial Advisor at Morgan Stanley from 2018 to 2023. His earlier experience includes roles as a Financial Representative and Full Trader at Fidelity Investments between 2016 and 2018, and as a Financial Representative for Employer Sponsored Plans at Merrill Lynch from 2015 to 2016. Outside of his professional career, Matt has interests in fishing, food, football, golf, outdoor adventures, and pets.

Caroline Hulick is a Financial Consultant at Fidelity Investments, where she has been working since 2025. Prior to her current role, she held various positions at Fidelity Investments including Investment Consultant from 2023 to 2025, Fixed Income Specialist from 2021 to 2023, and Customer Service Advocate from 2020 to 2021. Caroline is committed to partnering with her clients to understand their short- and long-term financial goals and to develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships with her clients and their families based on trust, reliability, and competency. Caroline holds a California Insurance License. Outside of her professional responsibilities, Caroline enjoys beach activities, boating, family activities, photography, traveling, and volunteering.

Chad Sambito is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to understand their unique goals and helps them determine appropriate courses of action. Chad approaches financial planning with a principle of treating clients with the same care and attention as family members, aiming to simplify investing and support clients in pursuing financial freedom. Chad has been with Fidelity Investments since 2008, progressing through various positions including Financial Representative, Premium Relationship Associate, Investment Solutions Representative, Retirement Relationship Manager, Financial Consultant, Wealth Planner, and currently Vice President Private Wealth Management Advisor. His extensive experience encompasses private wealth management, financial consulting, retirement solutions, and investment services. He holds insurance licenses in Arkansas and California.

Stacey Prucha is a Financial Consultant at Fidelity Investments, where she focuses on helping clients pursue their financial objectives and work toward their long-term financial well-being. She emphasizes providing personalized and comprehensive financial guidance tailored to each client's unique circumstances, goals, and risk tolerance, building relationships based on trust, integrity, and transparency. Stacey has been with Fidelity Investments since 2016, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and various levels of Investment Management Consultant, before becoming a Financial Consultant in 2024. Her experience at Fidelity spans client relationship management and investment consulting, supporting clients in their financial decisions.

Alex Negron is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with clients to develop goal-based wealth and portfolio strategies, emphasizing a collaborative approach to simplify personal wealth planning priorities both within and outside of the portfolio. Alex has extensive experience in the financial services industry, having served in various consulting and advisory roles. Prior to his current role, he was a Financial Consultant at Fidelity Brokerage Services LLC from 2019 to 2025, a Senior Financial Consultant at TD Ameritrade from 2010 to 2019, a Senior Financial Advisor at Ferrell Wealth Management from 2007 to 2009, and a Vice President Financial Consultant at Charles Schwab from 1999 to 2007. Outside of his professional career, Alex engages in activities such as attending concerts, spending time with family, fitness, outdoor adventures, running, and traveling.

Brian Burke is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he works closely with high net worth families to develop, implement, and monitor financial plans tailored to their unique goals and preferences. He employs an educational approach to financial planning, helping investors understand their portfolios, the broader markets, and key planning topics. Brian has been with Fidelity Investments since 1999, serving in various capacities including Financial Representative from 1999 to 2005 and Financial Consultant from 2005 to 2021. His long tenure at Fidelity reflects extensive experience in financial planning and client collaboration to address areas of focus important to his clients.

Grayson Bingemann is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their family's goals and priorities. Prior to his current position, Grayson held several roles within Fidelity Investments, progressing from Customer Relationship Advocate in 2023 to Investment Solutions Representative I, II, and III between 2024 and 2026. He also gained experience as a Financial Professional at Equitable Advisors in 2023. Grayson holds insurance licenses in Arkansas and California. Outside of his professional pursuits, he has personal interests that include beach activities, food, football, golf, pets, and surfing.

Kevin Salkey is a Financial Consultant currently working at Fidelity Investments since 2022. He has over a decade of experience in the financial services industry, having held roles including Financial Solutions Advisor and Vice President at Merrill from 2016 to 2022, Private Client Advisor at J.P. Morgan from 2015 to 2016, and Financial Solutions Advisor at Merrill from 2011 to 2015. As a Certified Financial Planner, Kevin focuses on understanding each client's unique goals and crafting personalized financial strategies. He emphasizes empathy, transparency, and creating a welcoming environment to support clients in making confident financial decisions. He is committed to continuous learning to provide insightful guidance. No information regarding his education, credentials beyond CFP, personal interests, or community involvement was provided.

Jenna Daniels is a Financial Consultant at Fidelity Investments. In her role, she partners with clients to develop comprehensive financial plans that align with their goals, utilizing resources to support long-term financial well-being through personalized planning, goal-based strategies, risk management, and ongoing financial guidance. She has held various positions within Fidelity Investments since 2014, including Financial Representative, Private Client Group Service Associate I and II, Private Client Group Relationship Manager, before assuming her current role in 2020. Jenna holds a California Insurance License. Jenna's personal interests include spending time at the beach, fishing, exploring food, engaging in outdoor adventures, spending time with pets, and traveling.

Jacqueline Alves is a Wealth Management Planning Consultant at Fidelity Investments, where she has worked since 2015. In her role, she provides service to clients for a variety of account needs and collaborates with a Wealth Management Advisor and a team of specialists to develop and implement customized financial plans tailored to clients' unique family goals and wishes. Jacqueline has accumulated extensive experience within Fidelity Investments, having served in multiple roles since 2008, including Branch Service Manager, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Operations Associate at Dawson James Securities from 2006 to 2008. Outside of her professional work, Jacqueline engages in activities such as family activities, hiking, photography, reading, traveling, and volunteering.

Donovan Curry is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2011, progressing through various positions including Planning Consultant, Financial Representative, Workplace Planning and Advice, Investment Solutions Representative, Premium Relationship Associate, and Customer Service Representative. With over 14 years of experience in the financial services industry, Donovan partners with individuals and families to develop customized financial plans tailored to their specific goals and preferences. His approach involves understanding each client's needs and co-creating strategies to help them achieve their financial objectives. Donovan holds a California Insurance License.

Bailey Aldridge is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, Bailey worked at Equitable Advisors and has a background that includes roles at educational institutions and healthcare companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and is noted for its use of systematic methodologies and formal advisory roles with multiple registered investment companies.

Sandy Sambito is a Financial Consultant at Fidelity Investments, a role she has held since 2019. With over 25 years of experience in the financial services industry, Sandy has developed a comprehensive understanding of financial planning tailored to individual needs. Her career includes previous positions as a Financial Advisor at Wells Fargo Investments, Suntrust Investment Services, Union Banc of California, and Morgan Stanley. Her approach centers on carefully understanding each client's unique economic situation and life experience to help create personalized financial strategies. Sandy holds a California Insurance License, enabling her to provide a broad range of financial services. Outside of her professional work, Sandy enjoys activities such as comedy, exploring culinary experiences, outdoor adventures, traveling, and spending time with her pets.

John Hamilton is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Saida Glass is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants and the extended team to provide clients with holistic financial planning and investment guidance. She focuses on developing tailored strategies that address clients' immediate financial needs while supporting strong financial decision-making for the future. Her professional experience includes roles as a Wealth Advisor at Citigroup from 2022 to 2024, Private Client Banker at JPMorgan Chase from 2019 to 2022, Corporate Finance Analyst at JPMorgan Chase from 2016 to 2019, Client Service Associate at Charles Schwab from 2014 to 2015, and Relationship Manager Assistant at Regal Securities from 2013 to 2014.

Yelena Goryuk is the Regional Director of Executive Services at Fidelity Investments, a position she has held since 2023. In this role, she provides coaching and support to a team of advisors with a focus on helping as many people as possible achieve a better financial future. Her professional experience at Fidelity Investments includes roles such as Workplace Planning & Advice Team Leader, Client Service Team Leader, Fixed Income Specialist, High Net Worth Associate, and Customer Relationship Advocate, demonstrating her progression and breadth of expertise within the company. Yelena's career at Fidelity Investments began in 2018, and she has developed expertise in areas including fixed income and high-net-worth client services. Her leadership roles have involved managing teams and supporting financial advisors to deliver quality service. Outside of her professional life, Yelena enjoys board games, comedy, food, hiking, outdoor adventures, and traveling.

Sterling Leja is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions at Northwestern Mutual and worked in various service industry roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Neal Higgins is a financial advisor at Fidelity with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Higgins has been with Fidelity Investments and its affiliated entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves a diverse client base with model portfolios and advisory solutions.

Orla King is Vice President and Financial Consultant at Fidelity Investments, where she has served since 2022. She joined Fidelity in 2013, holding various roles including Financial Consultant, Relationship Manager, Investment Consultant, and Investments Solutions Representative. Prior to Fidelity, she worked as an Associate Wealth Management Advisor at Northwestern Mutual from 2010 to 2013. Her experience spans multiple aspects of financial consulting and investment solutions. She holds an Arkansas insurance license, supporting her expertise in related financial services. Orla emphasizes Fidelity's commitment to integrity, transparency, and client-centered service. She focuses on leveraging the firm's resources and expertise to assist clients in creating financial plans aimed at clarity, confidence, and long-term success.

Nathan Risenmay is a financial advisor at Fidelity with Series 63 and Series 66 designations and 24 years of industry experience. He has worked across various Fidelity entities since 2001, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and serves as an advisor to multiple registered investment companies.

Mike Keefe is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2012, progressing through various roles including Investment Consultant, Workplace Planning Consultant III and II, Retirement Solutions Representative, Investments Solutions Representative, and College Planning Specialist. Throughout his career at Fidelity, Mike has developed expertise in financial consulting, investment advising, workplace planning, retirement solutions, and college planning. His approach focuses on creating personalized financial plans that align with each client's unique goals. Mike emphasizes understanding what is most important to his clients and partnering with them to pursue their financial objectives.